Lifestyle Asset Management, Inc.

Position in FUTU — Futu Holdings Ltd

CIK 1845675 Friendswood, TX

Position in FUTU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$348,619

-$122,929 QoQ

Shares Held

3,719

+7.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#206

of 317 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $1,852,622 across 5 Capital Markets names. FUTU ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,002	$418,498
2	GS	Goldman Sachs Group Inc	402	$406,570
3	FUTU	Futu Holdings Ltd This page	3,719	$348,619
4	LPLA	LPL Financial Holdings Inc.	1,224	$344,776
5	TW	Tradeweb Markets Inc.	3,353	$334,159

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,619	3,719	+7.9%	Shares	Sole	2026-07-20
2026-03-31	$471,548	3,448	+0.8%	Shares	Sole	2026-04-10
2025-12-31	$561,598	3,420	+2.2%	Shares	Sole	2026-02-11
2025-09-30	$582,250	3,348	-15.7%	Shares	Sole	2025-10-09
2025-06-30	$490,775	3,971	+2.1%	Shares	Sole	2025-07-09
2025-03-31	$397,936	3,888	-11.6%	Shares	Sole	2025-04-10
2024-12-31	$351,956	4,400	-18.1%	Shares	Sole	2025-01-17
2024-09-30	$513,927	5,373	+6.1%	Shares	Sole	2024-10-31
2024-06-30	$332,354	5,066	+11.7%	Shares	Sole	2024-07-19
2024-03-31	$245,624	4,536	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.